CUMMINGS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CUMMINGS FOUNDATION INC (EIN 04-3073023)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349108058
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:33:53-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021165072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043073023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cummings Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH MONTANO | InCareOfNm |
| Business Name Control | CUMM | BusinessNameControlTxt |
| Phone | 7819358000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 West Cummings Park | AddressLine1Txt |
| City | Woburn | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S CUMMINGS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7819358000 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | lindsey pigg | PreparerPersonNm |
| PTIN | P01268923 | PTIN |
| Phone | 6172662000 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,348,844,584 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,422,310 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,157,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,157,398 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,157,398 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $108,282 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $108,282 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $108,282 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $83,119 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $109,226,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,773,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,761,053 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,374,852 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $249,545,786 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $107,274,336 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $249,545,786 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $395,460,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,301,069 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $284,186,318 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $599,423 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $599,423 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $81,346,001 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $81,197,232 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,890,459 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,773,300 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $100,886 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $41,593 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,900 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $34,012 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $34,012 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $34,012 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,666,336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $602,173 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,666,336 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $618,820 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $618,820 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $4,453,046 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $4,483,942 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104,303,904 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,920,779 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $47,928,508 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,764,795 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $197,018,787 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,556,964 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $52,247,676 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $144,866,185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,722,022 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,356 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,740,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,556,964 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $52,247,676 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,874,541 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $165,719,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,744,105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $231,938,642 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $818,290 | CashBOYAmt |
| Cash EOY | $956,329 | CashEOYAmt |
| Cash EOYFMV | $956,329 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,334,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,660,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,660,597 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,476,746 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,484,400 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,476,746 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,476,746 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $32,672 | InventoriesBOYAmt |
| Inventories EOY | $30,556 | InventoriesEOYAmt |
| Inventories EOYFMV | $30,556 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $407,365 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $168,314 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $168,314 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $476,640,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $555,671,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,152,859,147 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $497,504 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $497,504 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,555,236,304 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,661,273,863 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,170,121,909 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,073,482 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $6,032,087 | LandBOYAmt |
| Land EOY | $6,073,482 | LandEOYAmt |
| Land EOYFMV | $6,073,482 | LandEOYFMVAmt |
| Total Assets BOY | $2,078,986,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,242,808,626 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,348,844,584 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,937,205 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,004,529 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $33,535,850 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $31,840,238 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $35,473,055 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,844,767 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,043,513,224 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,208,963,859 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,043,513,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,208,963,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,078,986,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,242,808,626 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,043,513,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $165,719,589 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,209,232,813 | SubtotalAmt |
| Other Decreases | $268,954 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,208,963,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | $12,060,962 | $11,777,955 | $283,007 | $283,007 | |
| PUBLICLY TRADED SECURITIES - LONG TERM | $132,358,290 | $79,747,300 | $52,610,990 | $52,610,990 | |
| M LYNCH CARLYLE BUYOUT | $690,521 | $690,521 | $690,521 | P | |
| M LYNCH SLP V | $1,001,618 | $1,001,618 | $1,001,618 | P | |
| M LYNCH SLP VI | $561,779 | $561,779 | $561,779 | P | |
| M LYNCH ORBIMED | $938,971 | $938,971 | $938,971 | P | |
| THE SILCHESTER INTERNATIONAL INVESTORS | $33,085 | $33,085 | $33,085 | P | |
| APOLLO INVESTMENT FUND X, L.P. | $37,522 | $37,522 | $37,522 | P | |
| PROVIDENCE EQUITY PARTNERS VIII LP | $1,114 | $1,114 | $1,114 | P | |
| CUMMINGS FOUNDATION PRIVATE CAPITAL FUND, LP | $891,726 | $891,726 | $891,726 | P | |
| COMMONFUND STRATEGIC DIRECT SERIES LLC | $117,444 | $117,444 | $117,444 | P | |
| COMMONFUND GLOBAL DISTRESSED INVESTORS, LLC | $14 | $14 | $14 | P | |
| US RESEARCH EQUITY EXTENDED FUND, L.P. | $1,998,631 | $1,998,631 | $1,998,631 | P | |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VIII, L.P. | $548 | -$548 | -$548 | P | |
| COMMONFUND CAPITAL VENTURE PARTNERS IX, L.P. | $2,560 | $2,560 | $2,560 | P | |
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS IX LP | $4,443 | -$4,443 | -$4,443 | P | |
| STRATEGIC PARTNERS VIII L.P. | $14,740 | $14,740 | $14,740 | P | |
| WCAS XIII, L.P. | $1,085,820 | $1,085,820 | $1,085,820 | P | |
| TPG HEALTHCARE PARTNERS, L.P. | $63,242 | $63,242 | $63,242 | P | |
| TPG PARTNERS VIII, L.P. | $23,568 | $23,568 | $23,568 | P | |
| TPG VIII DE AIV I-A, L.P. | $552,670 | $552,670 | $552,670 | P | |
| LONGWOOD FUND V, L.P. | $393,395 | -$393,395 | -$393,395 | P | |
| AIF IX CARBON AIV, L.P. | $1 | $1 | $1 | P | |
| CARLYLE EUROPE PARTNERS V, S.C.SP. | $3,120,615 | -$3,120,615 | -$3,120,615 | P | |
| APOLLO INVESTMENT FUND IX, LP | $587,619 | $587,619 | $587,619 | P | |
| THE SILCHESTER INTERNATIONAL INVESTORS | $1,677,094 | $1,677,094 | $1,677,094 | P | |
| CARLYLE STRATEGIC PARTNERS III (CAYMAN), L.P. | $2,311 | $2,311 | $2,311 | P | |
| HIGHLAND CAPITAL PARTNERS 10 | $1,725 | -$1,725 | -$1,725 | P | |
| PROVIDENCE EQUITY PARTNERS VII LP | $5,845,823 | $5,845,823 | $5,845,823 | P | |
| CRESCENT MEZZANINE PARTNERS VIIB, L.P. | $152,417 | $152,417 | $152,417 | P | |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VII, LP | $22,879 | $22,879 | $22,879 | P | |
| PROVIDENCE EQUITY PARTNERS VIII LP | $1,621,110 | $1,621,110 | $1,621,110 | P | |
| CUMMINGS FOUNDATION PRIVATE CAPITAL FUND, LP | $33,520,254 | $33,520,254 | $33,520,254 | P | |
| COMMONFUND STRATEGIC DIRECT SERIES LLC | $83,361 | -$83,361 | -$83,361 | P | |
| COMMONFUND GLOBAL DISTRESSED INVESTORS, LLC | $53 | $53 | $53 | P | |
| US RESEARCH EQUITY EXTENDED FUND, L.P. | $2,121,823 | $2,121,823 | $2,121,823 | P | |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VIII, L.P. | $126,490 | $126,490 | $126,490 | P | |
| COMMONFUND CAPITAL VENTURE PARTNERS IX, L.P. | $143,467 | $143,467 | $143,467 | P | |
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS IX LP | $5,877 | -$5,877 | -$5,877 | P | |
| STRATEGIC PARTNERS VIII L.P. | $1,456,948 | $1,456,948 | $1,456,948 | P | |
| HUNTER POINT CAPITAL INVESTORS (OFFSHORE) LP | $4,900 | $4,900 | $4,900 | P | |
| CUMMINGS FOUNDATION PRIVATE CAPITAL FUND, LP SEC. 1231 | $113,083 | -$113,083 | -$113,083 | P | |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VIII, L.P. SEC. 1231 | $6,458 | $6,458 | $6,458 | P | |
| COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS IX LP SEC. 1231 | $538 | -$538 | -$538 | P | |
| STRATEGIC PARTNERS VIII L.P. SEC. 1231 | $5,704 | $5,704 | $5,704 | P | |
| APOLLO INVESTMENT FUND IX, LP SEC. 1256 | $27,833 | -$27,833 | -$27,833 | P | |
| CUMMINGS FOUNDATION PRIVATE CAPITAL FUND, LP SEC. 1256 | $326 | $326 | $326 | P | |
| US RESEARCH EQUITY EXTENDED FUND, L.P. SEC. 1256 | $40,062 | $40,062 | $40,062 | P | |
| STRATEGIC PARTNERS VIII L.P. SEC. 1256 | $1,244 | -$1,244 | -$1,244 | P | |
| FLORIDA CONDO UNIT 9E | $918,954 | $650,000 | $268,954 | $268,954 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,761,053 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,374,852 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,706,943 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,706,943 | SubtotalAmt |
| Tax Based On Investment Income | $2,706,943 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,553,159 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,553,159 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $153,784 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.cummingsfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH MONTANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7819358000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST CUMMINGS PARK | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joyce M Cummings | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE & TREASURER | 25.0 | $0 | $0 | $0 |
| Patricia A Cummings PSY D | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE & Vice President | 1.0 | $0 | $0 | $0 |
| William S Cummings | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE & PRESIDENT | 50.0 | $0 | $0 | $0 |
| Steven Disalvo | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
| Margot Botsford | ||||||||
| 4 Belmore Terrace | Jamaica Plain | MA | 02130 | Trustee (THRU 9/24) | 1.0 | $0 | $0 | $0 |
| Marilyn Cummings Morris MD MPH | ||||||||
| 200 West Cummings Park | WOBURN | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
| Arlan F Fuller MD | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
| Thomas Pappas | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| David Harris PHD | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
| ERIC S ANDERSON | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DENNIS A CLARKE | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| WILLIAM F GRANT | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| CHRISTINE COAKLEY | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | EXEC DIRECTOR, NHC | 50.0 | $151,148 | $15,652 | $0 |
| Marie Connolly | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Exec Director, NHM | 50.0 | $179,234 | $21,421 | $30,000 |
| ANDREW BISHOP | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Deputy Director | 50.0 | $185,984 | $15,984 | $0 |
| AISHA FRANCIS PHD | ||||||||
| Benjamin Franklin Cummings Institut | BOSTON | MA | 02116 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Robert Keefe Esq | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
| Jack Connors Jr | ||||||||
| Connors Family Off 79 Newbury ST | BOSTON | MA | 02116 | Trustee (THRU 7/24) | 1.0 | $0 | $0 | $0 |
| Agnes Binagwaho M D PhD | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| IOANNIS MIAOULIS PHD | ||||||||
| Roger Williams University | BRISTOL | RI | 02809 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JOHN KEENAN J D | ||||||||
| SALEM STATE UNIVERSITY | SALEM | MA | 01970 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MICHAEL KENNEALY | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JIM YONG KIM MD PHD | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
| SUNIL KUMAR PHD | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Carol Fulp | ||||||||
| 1 Huntington Avenue Suite 201 | Boston | MA | 02116 | TRUSTEE (AS OF 1/24) | 1.0 | $0 | $0 | $0 |
| Joyce Vyriotes | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Exec Dir, Clerk & Trustee | 30.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ANTHONY SPENCER | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | CORE DIVISON OPS MGR | 50.0 | $375,938 | $16,351 | $0 |
| SCOTT CROWLEY | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | DIVISION MANAGER | 50.0 | $239,474 | $36,684 | $0 |
| KARA MURPHY | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | SR. ACCOUNT MANAGER | 50.0 | $193,829 | $21,599 | $0 |
| JEFFREY PELLETIER | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | SUBURBAN DIV OPS MGR | 50.0 | $189,972 | $16,097 | $0 |
| BRANDON ADAMS | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | ASSOCIATE DIV MGR | 50.0 | $192,083 | $13,458 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 117 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMMONFUND | |||||
| 15 OLD DANBURY ROAD | WILTON | CT | 068970812 | INVESTMENT SVCS | $3,622,187 |
| MERRILL LYNCH TRUST CO | |||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | INVESTMENT SVCS | $1,493,750 |
| MARY ANN MORSE AT NEW HORIZONS | |||||
| 747 WATER STREET | FRAMINGHAM | MA | 01701 | ASSISTED LIVING | $674,463 |
| STRATEGIC PARTNERS VIII LP | |||||
| 345 PARK AVE | NEW YORK | NY | 10154 | INVESTMENT SVCS | $562,500 |
| Longwood VI | |||||
| Prudential T 800 Boylston St Ste | BOSTON | MA | 02199 | INVESTMENT SVCS | $392,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 7 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE GENERAL EXPLANATION ATTACHMENT - CUMMINGS SCHOOL OF VETERINARY MEDICINE | Description1Txt |
| Expenses1 | $109,872,057 | Expenses1Amt |
| Description2 | SEE GENERAL EXPLANATION ATTACHMENT - CUMMINGS SCHOOL OF NURSING AND HEALTH SCIENCES | Description2Txt |
| Expenses2 | $16,162,187 | Expenses2Amt |
| Description3 | SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT MARLBOROUGH | Description3Txt |
| Expenses3 | $13,502,434 | Expenses3Amt |
| Description4 | SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT CHOATE | Description4Txt |
| Expenses4 | $5,284,232 | Expenses4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,611,451,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,504,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $540,251,669 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,156,208,068 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,156,208,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,343,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,108,864,947 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,443,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,874,541 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $660,216 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $145,534,757 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1990-04-27 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $155,443,247 | CurrentYearAmt |
| Year1 | $133,814,566 | Year1Amt |
| Year2 | $129,515,133 | Year2Amt |
| Year3 | $114,953,729 | Year3Amt |
| Total | $533,726,675 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $132,126,760 | CurrentYearAmt |
| Year1 | $113,742,381 | Year1Amt |
| Year2 | $110,087,863 | Year2Amt |
| Year3 | $97,710,670 | Year3Amt |
| Total | $453,667,674 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $145,534,757 | CurrentYearAmt |
| Year1 | $133,123,445 | Year1Amt |
| Year2 | $118,274,920 | Year2Amt |
| Year3 | $98,747,853 | Year3Amt |
| Total | $495,680,975 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,356 | CurrentYearAmt |
| Year1 | $16,000 | Year1Amt |
| Year2 | $22,600 | Year2Amt |
| Year3 | $8,823 | Year3Amt |
| Total | $55,779 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $145,526,401 | CurrentYearAmt |
| Year1 | $133,107,445 | Year1Amt |
| Year2 | $118,252,320 | Year2Amt |
| Year3 | $98,739,030 | Year3Amt |
| Total | $495,625,196 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $103,628,831 | CurrentYearAmt |
| Year1 | $89,209,711 | Year1Amt |
| Year2 | $86,343,422 | Year2Amt |
| Year3 | $76,635,819 | Year3Amt |
| Total | $355,817,783 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM S CUMMINGS PATRICIA A CU | ContributingManagerNm |
| Contributing Manager | AND JOYCE M CUMMINGS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MEDFORD JINGLE BELL FESTIVAL | |||||||
| 74 HIGH STREET | MEDFORD | MA | 02155 | N/A | PC | MISCELLANEOUS COMMUNITY SUPPORT | $1,000 |
| CUMMINGS FOUNDATION GRANTS INC | |||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | N/A | PF | TRANSFER WAS MADE FOR ENDOWMENT PURPOSES | $32,713,666 |
| VNA HOSPICE CARE INC | |||||||
| 100 TRADECENTER SUITE G-500 | WOBURN | MA | 01801 | N/A | PC | HEALTHCARE | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | N/A | PC | HEALTHCARE | $5,156 |
| MARLBOROUGH FIRE DEPARTMENT RELIEF | |||||||
| 215 MAPLE STREET | MARLBOROUGH | MA | 01752 | N/A | GOV | MISCELLANEOUS COMMUNITY SUPPORT | $200 |
| FRIENDS OF THE MARLBOROUGH SENIORS | |||||||
| PO BOX 793 | MARLBOROUGH | MA | 01752 | N/A | PC | HUMAN SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,722,022 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| SENIOR FACILITY REVENUE | $23,256,767 |
| HOME HEALTH CARE REVENUE | $568,798 |
| CUMMINGS HEALTH SCIENCES, LLC | $120,905,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,157,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $83,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,236,652 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,478,615 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,748,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| VENDING INCOME | 01 | $28,717 | ||
| FLOW-THROUGH PARTNERSHIP LOSSES | 901101 | -$2,459,664 | ||
| BOOK SALES INCOME | 01 | $7,738 | ||
| LITIGATION INCOME | 01 | $1,229 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,018,951 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $243,262,860 | ExclusionAmt |
| Related Or Exempt Function Incm | $144,731,114 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $390,012,925 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | PART OF THE PRIMARY EXEMPT PURPOSE OF CUMMINGS FOUNDATION IS TO OPERATE TWO NOT-FOR PROFIT RESIDENTIAL INDEPENDENT AND ASSISTED LIVING FACILITIES FOR SENIORS. SENIOR FACILITY REVENUE IS INCOME FROM THE OPERATION OF SUCH FACILITIES. |
| 1B | PART OF THE PRIMARY EXEMPT PURPOSE OF CUMMINGS FOUNDATION IS TO PROVIDE HOME HEALTH CARE TO SENIORS. HOME HEALTH CARE REVENUE IS INCOME FROM THE PROVISION OF SUCH CARE TO SENIORS. |
| 1c | CUMMINGS FOUNDATION ENTERED INTO A LONG-TERM AGREEMENT WITH TUFTS UNIVERSITY IN 2004 TO OPERATE ITS VETERINARY SCHOOL THROUGH A SUBSIDIARY CALLED CUMMINGS HEALTH SCIENCES, LLC (FKA VETERINARY SCHOOL AT TUFTS, LLC.) DURING THE TERM OF THE AGREEMENT, CUMMINGS FOUNDATION WILL CONTRIBUTE AT LEAST $50 MILLION TO SUPPORT THE RENAMED CUMMINGS SCHOOL OF VETERINARY MEDICINE. THE IRS ISSUED A PRIVATE LETTER RULING ON MAY 6, 2004, CONFIRMING THAT THE EXPENDITURES DIRECTED TO TUFTS UNIVERSITY AND THE EXPENSES CUMMINGS FOUNDATION INCURS IN OPERATING THE CUMMINGS SCHOOL CONSTITUTE QUALIFIED DISTRIBUTIONS DIRECTLY FOR THE ACTIVE CONDUCT OF CUMMINGS FOUNDATION'S EXEMPT PURPOSES. |
| 1D | CUMMINGS FOUNDATION, INC. ENTERED INTO A LONG-TERM AGREEMENT WITH ENDICOTT COLLEGE EFFECTIVE JANUARY 1, 2022, TO OPERATE THE CUMMINGS SCHOOL OF NURSING AND HEALTH SCIENCES (CSNHS) ON ENDICOTT COLLEGE'S CAMPUS THROUGH A SUBSIDIARY CALLED CUMMINGS HEALTH SCIENCES, LLC (CHSL). THE MANNER OF OPERATION OF CSNHS BY CHSL IS VIRTUALLY IDENTICAL TO CHSL'S OPERATION OF CUMMINGS SCHOOL OF VETERINARY MEDICINE AT TUFTS UNIVERSITY, APPROVED IN A LETTER RULING ISSUED BY THE IRS ON MAY 6, 2004. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | Yes (true) | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| HEM REALTY INC | ||
| 1b(3) | $0 | SEE ATTACHED |
| NHC REALTY INC | ||
| 1b(3) | $0 | SEE ATTACHED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| HEM REALTY INC | |
| 501(C)(2) | A DIVISION OF CFI |
| NHC REALTY INC | |
| 501(C)(2) | A DIVISION OF CFI |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| William S Cummings | |||||||
| 1 | 200 West Cummings Park | Woburn | MA | 01801 | $4,350,000 | Yes (X) | |
| Kevin Cummings | |||||||
| 2 | 200 West Cummings Park | Woburn | MA | 01801 | $141,000 | Yes (X) | |
| Joyce M Cummings | |||||||
| 3 | 5280 N Ocean Drive 9E | Riviera Beach | FL | 33404 | $923,356 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | Condominium | NoncashPropertyDesc |
| Fair Market Value | $923,356 | FairMarketValueAmt |
| Received | 2024-04-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $100,886 | Amt |
| Disbursements Charitable Prps | $41,593 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FORM 990-PF, PART VIII-A CUMMINGS SCHOOL OF VETERINARY MEDICINE - $109,872,057. CUMMINGS FOUNDATION ENTERED INTO A LONG-TERM AGREEMENT WITH TUFTS UNIVERSITY in 2004 TO OPERATE ITS VETERINARY SCHOOL THROUGH A SUBSIDIARY CALLED Cummings Health Sciences, LLC (FKA Veterinary School At Tufts, LLC). DURING THE TERM OF AGREEMENT, CUMMINGS FOUNDATION WILL CONTRIBUTE AT LEAST $50 MILLION TO SUPPORT THE RENAMED CUMMINGS SCHOOL OF VETERINARY MEDICINE. THE IRS ISSUED A LETTER RULING ON MAY 6, 2004, CONFIRMING THAT THE EXPENDITURES DIRECTED TO TUFTS UNIVERSITY AND THE EXPENSES CUMMINGS FOUNDATION INCURS IN OPERATING THE CUMMINGS SCHOOL CONSTITUTE QUALIFIED DISTRIBUTIONS DIRECTLY FOR THE ACTIVE CONDUCT OF CUMMINGS FOUNDATION'S EXEMPT PURPOSES. NEW HORIZONS AT MARLBOROUGH - $13,502,434. ESTABLISHED IN 1993 AND ACCOMMODATES APPROXIMATELY 500 RESIDENTS AT ITS MARLBOROUGH, MASSACHUSETTS CAMPUS. THE FACILITY HAS THE ABILITY TO ACCOMMODATE ACTIVE AND INDEPENDENT SENIORS, SENIORS REQUIRING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (ASSISTED LIVING RESIDENTS) AND SENIORS SUFFERING FROM ALZHEIMER'S DISEASE. Cummings School of Nursing and Health Sciences $16,162,187. Cummings Foundation, Inc. entered into a long-term agreement with Endicott College effective January 1, 2022, to operate the Cummings School of Nursing and Health Sciences (CSNHS) on Endicott College's campus through a subsidiary called Cummings Health Sciences, LLC (CHSL). During the term of the agreement and in accordance therewith, the building housing CSNHS is leased by CHSL, and CSNHS's revenues and expenses are accounted for by CHSL. The manner of operation of CSNHS by CHSL is virtually identical to CHSL's operation of Cummings School of Veterinary Medicine at Tufts University, approved in a letter ruling issued by the IRS on May 6, 2004. NEW HORIZONS AT CHOATE - $5,284,232. ESTABLISHED IN 1990 AND ACCOMMODATES 125 SENIORS.THE FACILITY IS LOCATED IN WOBURN, MA. FORMERLY THE CHOATE MEMORIAL HOSPITAL PROPERTY, THIS PROPERTY WAS CONVERTED TO A RETIREMENT COMMUNITY WHICH INCLUDES SUITES FOR INDEPENDENT LIVING AND ASSISTED LIVING UNITS. THE FACILITY HAS THE ABILITY TO ACCOMMODATE ACTIVE AND INDEPENDENT SENIORS, SENIORS REQUIRING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (ASSISTED LIVING RESIDENTS) AND SENIORS SUFFERING FROM ALZHEIMER'S DISEASE. |
| DESCRIPTION OF RENTAL OF FACILITIES | DESCRIPTION OF RENTAL OF FACILITIES | FORM 990-PF, PART XVI, LINE 1D REPORTING ORGANIZATION HAS A DIVISION CALLED NEW HORIZONS AT MARLBOROUGH, LLC (EIN: 75-3031923) ("NHM"). NHM IS LESSEE OF REAL PROPERTY FROM HEM REALTY, INC. (EIN: 30-0553220) ("HEM REALTY"), WHICH IT USES IN OPERATIONS. HEM REALTY IS A 501(C)(2) TITLE HOLDING COMPANY THAT IS RELATED TO REPORTING ORGANIZATION. BECAUSE HEM REALTY HOLDS TITLE FOR REPORTING ORGANIZATION, AND CONSISTENT WITH ITS PURPOSES WOULD TURN OVER ANY RENT IT COLLECTS TO REPORTING ORGANIZATION, HEM REALTY WAIVES PAYMENT OF RENT FROM REPORTING ORGANIZATION'S DIVISION, NHM. REPORTING ORGANIZATION HAS A DIVISION CALLED NEW HORIZONS AT CHOATE, LLC (EIN: 75-3031909) ("NHC"). NHC IS LESSEE OF REAL PROPERTY FROM NHC REALTY, INC.(EIN: 30-0553218) ("NHC REALTY"), WHICH IT USES IN OPERATIONS. NHC REALTY IS A 501 (C)(2) TITLE HOLDING COMPANY THAT IS RELATED TO REPORTING ORGANIZATION. BECAUSE NHC REALTY HOLDS TITLE FOR REPORTING ORGANIZATION, AND CONSISTENT WITH ITS PURPOSES WOULD TURN OVER ANY RENT IT COLLECTS TO REPORTING ORGANIZATION, NHC REALTY WAIVES PAYMENT OF RENT FROM REPORTING ORGANIZATION'S DIVISION, NHC. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (361 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC SHS CL A | $1,130,433 | $18,930,001 |
| ALPHABET INC SHS CL C | $1,129,970 | $19,146,839 |
| AMAZON COM INC COM | $10,118,352 | $23,503,032 |
| AMER EXPRESS COMPANY | $15,165,202 | $29,175,942 |
| AMGEN INC COM | $9,052,135 | $11,181,457 |
| APPLE INC | $3,825,443 | $70,743,651 |
| APPLIED MATERIAL INC | $10,046,550 | $12,026,490 |
| AUTOMATIC DATA PROC | $3,020,445 | $14,490,135 |
| BERKSHIRE HATHAWAYINC | $10,178,736 | $23,411,912 |
| BLACKSTONE INFRA | $33,000,000 | $33,000,000 |
| CADENCE DESIGN SYS INC | $17,700,658 | $21,182,430 |
| CATERPILLAR INC DEL | $9,167,562 | $9,613,140 |
| CITIGROUP INC COM NEW | $10,496,335 | $12,247,860 |
| COMCAST CORP NEW CL A | $2,402,595 | $9,907,920 |
| CONOCOPHILLIPS | $6,989,950 | $5,900,615 |
| DISNEY (WALT) CO COM STK | $18,159,542 | $12,760,710 |
| DOVER CORP | $14,280,802 | $18,591,160 |
| EMERSON ELEC CO | $7,493,755 | $10,100,295 |
| FEDEX CORP DELAWARE COM | $3,479,744 | $9,283,890 |
| GE AEROSPACE | $8,572,172 | $22,766,835 |
| GE VERNOVA LLC | $2,240,110 | $11,224,736 |
| GENL DYNAMICS CORP COM | $3,029,947 | $12,515,775 |
| HOME DEPOT INC | $4,750,071 | $18,671,520 |
| HONEYWELL INTL INC DEL | $3,390,097 | $10,165,050 |
| ISHARES MSCI USA | $46,718,680 | $50,826,880 |
| JPMORGAN CHASE & CO | $2,939,306 | $16,659,845 |
| MARRIOTT INTL INC NEW A | $11,142,173 | $20,418,408 |
| MARVELL TECH INC | $10,007,108 | $26,329,292 |
| MCDONALDS CORP COM | $2,299,208 | $12,073,919 |
| META PLATFORMS INC | $1,109,418 | $23,654,604 |
| MONDELEZ INTERNATIONAL | $4,000,532 | $11,946,000 |
| NVIDIA | $13,659,597 | $138,862,140 |
| ORACLE CORP $0.01 DEL | $3,227,803 | $19,996,800 |
| PALO ALTO NETWORKS INC | $10,489,690 | $21,875,231 |
| SALESFORCE INC | $593,630 | $20,059,800 |
| STARBUCKS CORP | $2,825,811 | $11,223,750 |
| THERMO FISHER SCIENTIFIC | $1,148,156 | $13,057,773 |
| VANGUARD SMALL CAP VALUE | $15,833,274 | $21,898,890 |
| VISA INC CL A SHRS | $15,144,494 | $21,954,351 |
| WALMART INC | $10,730,098 | $29,815,500 |
| ADVANCED DRAIN SYS INC | $515,359 | $511,414 |
| AFFILIATED MANAGERS GRP | $1,633,862 | $3,142,538 |
| APTARGROUP INC | $1,878,083 | $3,229,177 |
| ARAMARK SHS | $1,744,615 | $2,829,375 |
| AVERY DENNISON CORP | $1,892,901 | $1,872,984 |
| BALL CORP COM | $493,733 | $570,816 |
| BIO TECHNE CORP COM STK | $739,957 | $1,302,268 |
| BLACKBAUD INC | $877,599 | $1,728,344 |
| BOOZ ALLEN HAMILTON HLDG | $2,708,062 | $3,784,552 |
| BROADRIDGE FINL | $740,368 | $1,403,952 |
| BROWN & BROWN INC FLA | $1,569,247 | $3,723,526 |
| BURLINGTON STORES INC | $2,036,890 | $3,669,862 |
| CACI INTL INC CL A | $2,841,420 | $3,906,452 |
| CARLISLE COS INC | $2,331,556 | $5,475,454 |
| CASEYS GEN STORES INC | $1,906,374 | $3,363,993 |
| CHOICE HOTELS INTL NEW | $1,951,918 | $3,175,951 |
| COLUMBIA BKG SYS INC | $849,549 | $876,810 |
| COLUMBIA SPORTSWEAR CO | $1,887,701 | $2,379,338 |
| DOLBY LABORATORIES INC | $3,693,549 | $3,585,805 |
| ENVISTA HOLDINGS CORP | $2,610,384 | $1,640,962 |
| FACTSET RESH SYS INC | $263,485 | $1,073,559 |
| FTI CONSULTING INC COM | $1,371,692 | $1,510,883 |
| GODADDY INC SHS CL A | $2,130,598 | $5,595,440 |
| GRACO INC | $430,931 | $1,541,895 |
| HUNT J B TRANS SVCS INC | $1,202,605 | $2,107,014 |
| IDEX CORP DELAWARE COM | $1,214,963 | $2,367,469 |
| INSIGHT ENTRPRISES INC | $645,237 | $482,461 |
| JACK HENRY & ASSOC INC | $743,195 | $1,374,116 |
| JONES LANG LASALLE INC | $1,268,809 | $2,347,201 |
| KINSALE CAPITAL GROUP | $802,818 | $1,041,891 |
| KIRBY CORP COM | $1,216,669 | $1,725,069 |
| LANDSTAR SYS INC COM | $1,540,976 | $2,754,191 |
| LENNOX INTL INC | $1,330,264 | $3,382,446 |
| LKQ CORP | $4,183,356 | $3,714,580 |
| MANHATTAN ASSOCS INC | $329,459 | $1,484,428 |
| MARKEL GROUP INC COM | $2,200,201 | $4,274,145 |
| MORNINGSTAR INC | $2,215,543 | $4,541,739 |
| NORDSON CORP | $1,327,662 | $1,679,935 |
| POOL CORPORATION | $967,212 | $1,396,149 |
| PROSPERITY BANCSHARES | $1,023,078 | $1,168,377 |
| RPM INTERNATIONAL INC | $1,942,560 | $3,301,788 |
| SEI INVT CO PA PV $0.01 | $1,930,269 | $3,551,233 |
| SERVICE CORP INTL | $809,654 | $1,500,979 |
| SIMPSON MFG DEL PV $0.01 | $1,186,385 | $1,160,478 |
| TELEFLEX INC | $4,473,724 | $3,522,327 |
| TRANSUNION | $1,447,077 | $2,465,252 |
| TRIMBLE INC | $2,688,501 | $3,387,370 |
| TYLER TECHS INC DEL COM | $1,247,408 | $2,015,933 |
| ULTA BEAUTY INC | $836,411 | $1,338,280 |
| W R BERKLEY CORP | $3,561,919 | $6,701,424 |
| WEX INC | $1,753,931 | $2,170,111 |
| ABB LTD | $524,915 | $924,517 |
| ADIDAS AG | $250,096 | $300,155 |
| AIA GROUP LTD | $684,444 | $545,498 |
| AIR LIQUIDE FN | $316,625 | $372,103 |
| AIRBUS SE | $424,957 | $567,712 |
| AMADEUS IT GROUP SA | $729,895 | $798,866 |
| ANHEUSER-BUSCH INBEV SA/ | $612,341 | $435,276 |
| ASHTEAD GROUP PLC 10P FN | $408,575 | $319,054 |
| ASML HOLDING N.V. ORD SH | $748,088 | $806,104 |
| ASTRAZENECA PLC SHS FN | $591,219 | $776,644 |
| B AND M EUROPEAN VALUE R | $186,702 | $100,985 |
| BAE SYSTEMS PLC | $470,861 | $416,353 |
| BEIGENE LTD | $177,604 | $188,958 |
| BHP GROUP LTD | $155,412 | $126,673 |
| BP PLC | $373,932 | $288,266 |
| BRITISH AMERICAN TOBACCO | $292,756 | $264,819 |
| CANADIAN NATL RAILWAY CO | $558,784 | $458,318 |
| CAPGEMINI SA | $639,209 | $542,387 |
| CARLSBERG AS-B | $374,409 | $259,484 |
| CHUGAI PHARM LTD 4519 | $259,311 | $231,474 |
| DAIICHI SANKYO CO LTD | $651,120 | $592,804 |
| DAIKIN INDUSTRIES 6367 | $347,111 | $273,726 |
| DANONE S.A | $260,667 | $289,754 |
| DBS GROUP HOLDINGS LTD | $381,744 | $623,205 |
| DEUTSCHE BK REGD NPV | $322,794 | $347,696 |
| DNB BANK ASA REG SHS | $298,096 | $327,577 |
| DSV A/S | $313,754 | $461,576 |
| ENGIE | $399,909 | $446,688 |
| EPIROC AB REG SHS | $640,243 | $602,306 |
| ESSILORLUXOTTICA | $532,764 | $838,504 |
| EVOLUTION AB | $196,928 | $166,184 |
| FEDERATED HERMES GOVT | $837,152 | $837,152 |
| FERRARI NV | $255,967 | $259,852 |
| FUJITSU LTD 6702 | $271,204 | $308,940 |
| GENMAB A/S | $351,848 | $245,324 |
| GIVAUDAN SA UNSP ADR | $377,976 | $547,108 |
| HERMES INTL S A | $245,258 | $560,232 |
| HITACHI CORP 6501 | $441,504 | $646,246 |
| HONG KONG EXCHANGES AND | $256,274 | $322,316 |
| HOYA CORP 7741 | $194,642 | $197,771 |
| IBERDROLA SA, BILBAO | $247,606 | $285,661 |
| IMPERIAL BRANDS PLC | $263,152 | $360,887 |
| INDUSTRIA DE DISENO TEXT | $275,724 | $627,261 |
| ITOCHU CORP ORD 8001 | $684,030 | $774,030 |
| KEYENCE CORP 6861 FN | $431,403 | $472,389 |
| KONINKLIJKE KPN NV FN | $289,668 | $302,830 |
| L OREAL | $633,903 | $551,156 |
| L.V.M.H. EUR 0.3 | $766,292 | $601,467 |
| LONDON STK EXCHANGE GROU | $636,749 | $1,050,955 |
| MARUBENI CORP 8002 FN | $319,888 | $261,789 |
| MTU AERO ENGINES AG | $209,026 | $357,650 |
| MUNICH RE-INS REGD | $410,331 | $400,215 |
| NATIONAL GRID PLC REG SH | $336,414 | $297,826 |
| NATWEST GROUP PLC REG SH | $415,053 | $517,882 |
| NESTLE SA CHAM UND VEVE | $804,481 | $583,166 |
| NETEASE INC REG SHS | $200,425 | $157,019 |
| NITORI HOLDINGS | $273,969 | $171,176 |
| NOMURA RESEARCH INST4307 | $410,932 | $419,930 |
| NOVO NORDISK A/S BR AND/ | $799,516 | $1,073,614 |
| RECRUIT HOLDINGS CO.LTD. | $332,104 | $534,489 |
| RELX PLC | $551,824 | $662,837 |
| ROLLS-ROYCE HOLDI | $470,053 | $649,323 |
| SAFRAN SA | $646,363 | $1,140,536 |
| SAP SE | $1,111,644 | $1,637,116 |
| SHIN ETSU CHEMICAL 4063 | $303,057 | $370,718 |
| SHOPIFY INC CL A | $73,908 | $264,655 |
| SIKA AG NAMEN-AKT | $493,697 | $425,578 |
| SMC CORP 6273 | $373,658 | $370,231 |
| SPOTIFY TECH S.A. REG | $133,663 | $131,530 |
| STRAUMANN HLDG AG NAMEN- | $193,621 | $217,121 |
| SUZUKI MOTOR CORP 7269 | $353,296 | $346,691 |
| TAIWAN S MANUFCTRING ADR | $500,228 | $1,017,512 |
| TDK CORP 6762 | $264,933 | $444,423 |
| TENCENT HOLDINGS LTD SHS | $438,471 | $415,392 |
| TERUMO 4543 FN | $178,808 | $192,757 |
| TFI INTERNATIONAL INC | $144,970 | $359,474 |
| TOKYO ELECTRON 8035 FN | $335,884 | $335,235 |
| TOTALENERGIES SE | $990,441 | $879,757 |
| UNI CHARM CO LTD 8113 FN | $272,245 | $130,397 |
| UNICREDIT SPA | $511,422 | $547,874 |
| ACCENTURE PLC SHS | $388,584 | $418,278 |
| AERCAP HOLDINGS N.V. SHS | $554,746 | $601,092 |
| AGNICO EAGLE MINES LTD | $401,203 | $376,659 |
| ALIBABA GROUP HOLDING LT | $1,004,157 | $801,350 |
| ARGENX SE | $389,004 | $503,685 |
| ARM HLDGS PLC | $178,763 | $176,281 |
| ASML HLDG NV NY REG SHS | $1,112,227 | $1,169,226 |
| ASTRAZENECA PLC SPND ADR | $815,510 | $752,104 |
| CAMECO CORP COM | $561,425 | $767,818 |
| CANADIAN IMPERIAL BANK | $814,888 | $844,753 |
| CANADIAN PAC KANS CITY | $386,747 | $371,403 |
| COCA-COLA EUROPACIFIC | $742,063 | $791,757 |
| CRH PLC | $528,105 | $541,427 |
| DIAGEO PLC SPSD ADR NEW | $635,172 | $569,415 |
| EATON CORP PLC | $721,588 | $832,994 |
| FERRARI NV | $662,799 | $686,966 |
| FLUTTER ENTERTAINMENT | $384,325 | $377,079 |
| GLOBANT S A | $360,648 | $379,309 |
| H WORLD GROUP LTD | $613,699 | $487,027 |
| HDFC BANK LTD ADR | $398,887 | $437,377 |
| HSBC HLDG PLC SP ADR | $930,524 | $1,117,450 |
| ING GP NV SPSD ADR | $614,267 | $591,574 |
| ISHARES MSCI INDIA SMALL | $401,854 | $364,208 |
| ISHARES MSCI JAPAN ETF | $1,509,989 | $1,517,869 |
| ISHARES MSCI SOUTH KOREA | $770,121 | $616,634 |
| JOHNSON CONTROLS INTER | $405,739 | $426,459 |
| KB FINL GROUP INC SPN AD | $577,001 | $532,982 |
| LINDE PLC NEW | $614,369 | $710,902 |
| MAKEMYTRIP LIMITED | $413,107 | $517,049 |
| MITSUBISHI UFJ FINL GRP | $874,310 | $1,134,918 |
| MIZUHO FINL GROUP INC | $594,629 | $719,309 |
| NATIONAL GRID PLC SHS | $1,332,723 | $1,197,075 |
| NOVARTIS ADR | $841,204 | $733,328 |
| NOVO NORDISK A S ADR | $1,583,175 | $1,272,838 |
| ORIX CORPORATION SP ADR | $725,360 | $684,546 |
| PDD HOLDINGS INC | $219,350 | $203,970 |
| RELX PLC | $882,121 | $1,007,431 |
| RENAISSANCERE HLDGS LTD | $932,045 | $942,492 |
| RYANAIR HOLDINGS PLC SHS | $465,531 | $495,182 |
| SANOFI ADR | $922,886 | $833,366 |
| SAP SE SHS | $797,302 | $1,036,298 |
| SEA LTD | $400,093 | $519,466 |
| SHELL PLC | $1,077,186 | $1,058,973 |
| SHOPIFY INC CL A | $172,447 | $379,811 |
| SONY GROUP CORP | $768,227 | $944,582 |
| SUNCOR ENERGY INC NEW | $580,462 | $562,495 |
| TAIWAN S MANUFCTRING ADR | $958,623 | $2,040,862 |
| TECK RESOURCES LTD CLS B | $525,325 | $521,945 |
| TELEFONICA SA SPAIN ADR | $756,517 | $666,391 |
| THOMSON REUTERS CORP REG | $683,532 | $750,097 |
| TORONTO DOMINION BANK | $441,572 | $366,664 |
| TOYOTA MOTOR CORP ADR | $373,866 | $436,899 |
| UNILEVER PLC NEW ADR | $1,071,876 | $962,142 |
| XTRACKERS HARVST CSI 300 | $579,313 | $559,655 |
| ABM INDUSTRIES INC COM | $273,183 | $409,184 |
| AGIOS PHARMACEUTICALS | $315,177 | $291,600 |
| ALAMO GROUP INC | $293,095 | $261,389 |
| AMERESCO CLASS A | $231,401 | $161,096 |
| AMICUS THERAPEUTICS INC | $450,241 | $315,966 |
| APPLIED INDUSTRL TECH | $214,260 | $754,809 |
| ARCBEST CORPORATION | $204,851 | $167,976 |
| ARDELYX INC SHS | $378,392 | $255,700 |
| ARMADA HOFFLER PPTYS INC | $209,332 | $147,772 |
| ARTIVION INC | $352,894 | $375,530 |
| ASGN INC | $384,467 | $455,286 |
| ASSOCIATED BANC CRP .01 | $268,440 | $298,989 |
| ATKORE INC | $207,576 | $115,161 |
| ATN INTERNATIONAL INC | $166,627 | $49,186 |
| ATRICURE INC | $495,736 | $369,776 |
| AXSOME THERAPEUTICS INC. | $297,057 | $293,766 |
| AZENTA INC | $200,983 | $212,600 |
| BALDWIN INS GRP INC/THE | $328,060 | $516,283 |
| BLACK HILLS CORP | $465,295 | $395,712 |
| BLUEPRINT MEDICINES CORP | $422,462 | $468,371 |
| BOISE CASCADE CO DEL | $157,205 | $557,097 |
| BOX INC CL A | $213,567 | $266,040 |
| BRINKER INTL INC | $332,327 | $788,581 |
| CASELLA WASTE SYS INC A | $272,058 | $523,019 |
| CHART INDS INC | $372,700 | $459,161 |
| CITY HOLDING CO CHARLSTN | $199,186 | $309,825 |
| CLEARWTR ANALYTICS | $171,140 | $234,140 |
| CNO FINL GROUP INC | $282,081 | $424,566 |
| COLUMBUS MCKINNON CP N.Y | $391,474 | $390,871 |
| CONMED CORP COM | $372,194 | $319,478 |
| CONSTRUCTION PARTNERS | $190,570 | $425,139 |
| CUSHMAN AND WAKEFIELD | $213,585 | $352,454 |
| DANA INC | $185,097 | $152,800 |
| DIAMONDROCK HOSPITALITY | $239,396 | $231,005 |
| ENTERPRISE FINL SVCS CRP | $194,671 | $260,794 |
| ESCO TECHNOLOGIES INC | $194,904 | $299,856 |
| ESSENT GROUP LTD | $320,772 | $428,661 |
| ESSENTIAL PPTYS RLTY TR | $296,027 | $363,348 |
| EXLSERVICE HLDGS INC | $195,648 | $612,178 |
| FEDERAL SIGNAL CORP | $215,949 | $692,555 |
| FIRST ADVANTAGE CORP NEW | $160,374 | $187,169 |
| FIRST BANCORP N C COM | $194,897 | $265,711 |
| FIRST FINANCIAL BANCORP | $313,216 | $326,108 |
| FIRST INTST BANCSYSTEM | $408,333 | $331,714 |
| FOUR CORNERS PROPERTY TR | $331,927 | $330,240 |
| FTAI AVIATION LTD | $329,702 | $319,481 |
| H AND E EQUIP SVCS INC | $257,214 | $286,318 |
| HALOZYME THERAPEUTICS | $350,970 | $521,655 |
| HAMILTON LANE INC REG SH | $157,328 | $330,300 |
| HUB GROUP INC CL A | $153,841 | $248,467 |
| ICHOR HOLDINGS LTD REG | $243,187 | $193,578 |
| IMAX CORP | $316,544 | $420,429 |
| INDEPENDENCE RLTY TR INC | $448,051 | $498,024 |
| INDEPENDENT BK CORP MASS | $349,941 | $316,072 |
| INDEPENDENT BK GROUP INC | $275,087 | $327,315 |
| INSMED INC | $238,208 | $631,233 |
| INTL SEAWAYS INC REG SHS | $103,532 | $68,142 |
| INTRA-CELLULAR THERAPIES | $119,277 | $176,478 |
| IOVANCE BIOTHERAPEUTICS | $175,199 | $141,103 |
| J & J SNACK FOODS CRP | $487,156 | $449,412 |
| JANUS PARENT INC REG SHS | $112,813 | $95,167 |
| KADANT INC | $160,157 | $500,236 |
| KAISER ALUM CORP | $285,864 | $218,259 |
| KB HOME | $156,288 | $339,115 |
| KITE REALTY GROUP TR SHS | $321,195 | $444,558 |
| KONTOOR BRANDS INC REG | $311,193 | $427,477 |
| LA-Z-BOY INC MICHIGAN | $185,669 | $226,259 |
| LANTHEUS HLDGS INC | $307,348 | $381,547 |
| LIBERTY ENERGY INC | $156,866 | $162,342 |
| LIGAND PHARMACEUTICALS | $233,925 | $434,279 |
| LXP INDUSTRIAL TRUST | $273,117 | $221,587 |
| MAGNOLIA OIL & GAS CORP | $389,767 | $403,141 |
| MALIBU BOATS INC SHS | $148,925 | $134,234 |
| MERIT MEDICAL SYS INC | $235,246 | $559,622 |
| MINERALS TECHNOLOGIES | $530,949 | $678,505 |
| MODINE MFG CO | $291,802 | $281,014 |
| MONTROSE ENVIRONMENTAL | $161,485 | $66,539 |
| MYR GROUP INC DEL | $168,015 | $543,606 |
| NEOGENOMICS INC | $468,153 | $312,230 |
| NMI HOLDINGS INC SHS | $213,806 | $400,463 |
| NORTHWESTERN ENE GR INC | $406,750 | $355,562 |
| OLD NATL BANCORP IND | $476,415 | $586,556 |
| OMNIAB INC REG SHS | $147,942 | $84,096 |
| OMNICELL INC | $451,629 | $258,750 |
| ONESPAWORLD HLDGS LTD | $137,043 | $198,821 |
| PACIFIC PREMIER BANCORP | $250,065 | $262,158 |
| PATTERSON UTI ENERGY INC | $613,145 | $455,869 |
| PERELLA WEINBERG | $95,639 | $113,145 |
| PERMIAN RES CORP | $467,809 | $654,765 |
| PHILLIPS EDISON AND CO | $187,882 | $238,770 |
| PJT PARTNERS INC SHS | $191,816 | $384,741 |
| PRESTIGE CONSUMER | $334,393 | $708,432 |
| PROGRESS SOFTWARE CORP | $266,649 | $311,873 |
| QUAKER HOUGHTON | $300,999 | $242,811 |
| Q2 HOLDINGS INC SHS | $188,378 | $698,209 |
| RAPID7 ORD | $334,139 | $299,995 |
| RENASANT CORP | $153,559 | $172,422 |
| RUBRIK INC REG SHS CL A | $42,853 | $91,046 |
| RXO INC REG SHS | $164,917 | $141,133 |
| SCORPIO TANKERS INC REG | $183,713 | $130,585 |
| SELECTIVE INS GRP INC | $428,056 | $536,431 |
| SEMTECH CORPORATION | $360,209 | $510,510 |
| SILICON LABS INC | $349,910 | $430,298 |
| SM ENERGY CO SHS | $398,254 | $375,778 |
| SONIC AUTOMOTIVE INC A | $196,966 | $247,445 |
| SOUTHSTATE CORP | $353,610 | $450,445 |
| SPIRE INC | $403,588 | $364,164 |
| SPROUT SOCIAL INC REG | $220,961 | $169,151 |
| SPS COMM INC | $365,687 | $474,510 |
| STEVEN MADDEN LTD SHS | $459,690 | $631,847 |
| SUMMIT MATLS INC | $470,014 | $815,976 |
| SUN CTRY AIRLINES | $359,623 | $247,146 |
| SUPERNUS PHARMACEUTICALS | $316,445 | $449,794 |
| TAYLOR MORRISON HOME | $212,071 | $539,689 |
| TECNOGLASS INC | $134,204 | $336,000 |
| TEEKAY TANKERS LTD REG | $107,323 | $64,619 |
| TERRENO REALTY CORP SHS | $324,890 | $319,001 |
| TRANSMEDICS GROUP INC | $178,490 | $246,968 |
| TRAVERE THERAPEUTICS INC | $308,989 | $319,030 |
| UL SOLUTIONS INC | $43,070 | $51,825 |
| UNITED COMMUNITY BANKS | $261,999 | $324,489 |
| URBAN OUTFITTERS INC | $319,544 | $446,229 |
| VALLEY NATL BANCORP N J | $265,628 | $228,484 |
| VARONIS SYSTEMS INC SHS | $409,348 | $496,772 |
| VERINT SYSTEMS INC | $357,982 | $252,842 |
| WARBY PARKER INC REG SHS | $137,459 | $204,260 |
| WERNER ENTERPRISES INC | $263,207 | $232,798 |
| WESBANCO INC | $246,954 | $238,844 |
| WNS (HOLDINGS) LTD REG | $260,522 | $219,179 |
| WORKIVA INC CL A | $286,573 | $333,209 |
| WORTHINGTON INDSTRS OHIO | $120,048 | $169,064 |
| WSFS FINANCIAL CORP | $257,882 | $372,593 |
| YELP INC CL A | $205,857 | $251,318 |
| YETI HLDGS INC | $203,566 | $198,596 |
| ZURN ELKAY WATER | $219,803 | $444,392 |
| GREENLIGHT BIO | $5,000,000 | $551,531 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (94 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PROPERTY 1 | $5,860,000 | $5,860,000 |
| PROPERTY 2 | $8,500,000 | $8,500,000 |
| PROPERTY 3 | $4,000,000 | $4,000,000 |
| PROPERTY 4 | $5,300,000 | $5,300,000 |
| PROPERTY 5 | $17,500,000 | $17,500,000 |
| PROPERTY 6 | $7,409,869 | $7,409,869 |
| PROPERTY 7 | $7,000,000 | $7,000,000 |
| PROPERTY 8 | $5,700,000 | $5,700,000 |
| PROPERTY 9 | $5,900,000 | $5,900,000 |
| PROPERTY 10 | $460,000 | $460,000 |
| PROPERTY 11 | $2,100,000 | $2,100,000 |
| PROPERTY 12 | $3,300,000 | $3,300,000 |
| PROPERTY 13 | $19,400,000 | $19,400,000 |
| PROPERTY 14 | $9,500,000 | $9,500,000 |
| PROPERTY 15 | $19,800,000 | $19,800,000 |
| PROPERTY 16 | $3,300,000 | $3,300,000 |
| PROPERTY 17 | $3,800,000 | $3,800,000 |
| PROPERTY 18 | $8,100,000 | $8,100,000 |
| PROPERTY 19 | $49,700,000 | $49,700,000 |
| PROPERTY 20 | $11,800,000 | $11,800,000 |
| PROPERTY 21 | $1,280,000 | $1,280,000 |
| PROPERTY 22 | $5,300,000 | $5,300,000 |
| PROPERTY 23 | $7,600,000 | $7,600,000 |
| PROPERTY 24 | $4,400,000 | $4,400,000 |
| PROPERTY 25 | $3,500,000 | $3,500,000 |
| PROPERTY 26 | $5,500,000 | $5,500,000 |
| PROPERTY 27 | $3,100,000 | $3,100,000 |
| PROPERTY 28 | $11,300,000 | $11,300,000 |
| PROPERTY 29 | $22,800,000 | $22,800,000 |
| PROPERTY 30 | $13,800,000 | $13,800,000 |
| PROPERTY 31 | $4,900,000 | $4,900,000 |
| PROPERTY 32 | $15,100,000 | $15,100,000 |
| PROPERTY 33 | $17,200,000 | $17,200,000 |
| PROPERTY 34 | $12,700,000 | $12,700,000 |
| PROPERTY 35 | $18,000,000 | $18,000,000 |
| PROPERTY 36 | $5,200,000 | $5,200,000 |
| PROPERTY 37 | $6,200,000 | $6,200,000 |
| PROPERTY 38 | $18,540,000 | $18,540,000 |
| PROPERTY 39 | $5,300,000 | $5,300,000 |
| PROPERTY 40 | $20,000,000 | $20,000,000 |
| PROPERTY 41 | $23,200,000 | $23,200,000 |
| PROPERTY 43 | $351,800 | $351,800 |
| PROPERTY 44 | $3,500,000 | $3,500,000 |
| PROPERTY 45 | $3,400,000 | $3,400,000 |
| PROPERTY 46 | $9,200,000 | $9,200,000 |
| PROPERTY 47 | $7,000,000 | $7,000,000 |
| PROPERTY 48 | $6,000,000 | $6,000,000 |
| PROPERTY 49 | $7,600,000 | $7,600,000 |
| PROPERTY 50 | $6,900,000 | $6,900,000 |
| PROPERTY 51 | $9,900,000 | $9,900,000 |
| PROPERTY 52 | $13,400,000 | $13,400,000 |
| PROPERTY 53 | $10,800,000 | $10,800,000 |
| PROPERTY 54 | $13,600,000 | $13,600,000 |
| PROPERTY 55 | $21,500,000 | $21,500,000 |
| PROPERTY 56 | $3,750,000 | $3,750,000 |
| COMMONFUND | $711,546,758 | $1,100,064,049 |
| COURTAGEN LIFE | $190,442 | $34,562 |
| PROVIDENCE EQUITY PARTNERS VII | $4,256,214 | $7,623,564 |
| PROV EQUITY VIII LP | $18,780,372 | $30,190,967 |
| CARLYLE GROUP | $2,323,390 | $720,764 |
| BLACKSTONE ALTERNATIVES | $2,575,321 | $1,471,386 |
| BLACKSTONE LIFE SCIENCES | $9,639,531 | $15,023,145 |
| LONGWOOD VI | $3,625,474 | $3,916,616 |
| KKR | $13,407,831 | $10,737,057 |
| LONGWOOD V | $2,605,359 | $2,377,882 |
| SJC ONSHORE FUND IV | $45,510,415 | $45,904,913 |
| TPG PTRS HEALTHCARE | $9,673,833 | $13,791,100 |
| TPG PTRS VIII LP | $9,993,920 | $14,951,667 |
| TPG PTRS 10A | $1,847,266 | $277,983 |
| TPG HC PTRS LEADERS | $10,709,208 | $13,492,281 |
| SJC ONSHORE | $26,255,120 | $22,286,609 |
| CRESCENT MEZZANINE PTRS | $8,466,666 | $9,471,752 |
| CLAREANT SCF | $7,266,600 | $4,955,071 |
| HIGHLAND CAPITAL PRTS | $8,970,014 | $12,462,160 |
| CARLYLE EUROPE | $31,539,468 | $39,211,356 |
| STRATEGIC PTNR OFFSHORE VIII | $23,790,440 | $32,129,963 |
| WCAS XIII, LP | $15,322,756 | $25,026,805 |
| STP IX LP | $21,203,215 | $28,555,985 |
| APOLLO INVESTMENT IX LP | $14,784,941 | $24,231,398 |
| CYBERNETIX | $2,227,744 | $2,271,719 |
| HIGHLANDX FUND I | $14,283,105 | $13,634,283 |
| WCAS XIV | $7,501,485 | $8,439,342 |
| HUNTER POINT | $7,167,676 | $9,409,816 |
| TPG HC PTRS II | $1,522,508 | $2,288,231 |
| TPG PTRS IX | $9,149,656 | $11,504,520 |
| APOLLO INVESTMENT X LP | $7,366,451 | $8,477,863 |
| SLP VII | $3,502,953 | $5,162,743 |
| LONGWOOD SPECIAL | $2,119,041 | $2,094,103 |
| TPG GROWTH | $3,933,029 | $5,825,661 |
| CARLYLE BUYOUT VII | $13,442,064 | $17,606,976 |
| ORBIMED HEALTHCARE | $5,418,748 | $2,873,025 |
| SLP V TECHNOLOGY | $15,224,397 | $21,335,541 |
| SLP VI TECHNOLOGY | $14,246,904 | $17,374,054 |
| THE CHILDRENS | $9,631,879 | $42,663,328 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJ FOR CONTRIBUTED PROPERTY | Desc |
| Amt | $268,954 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| CHSL MATERIALS, SUPPLIES & SER | $51,407,804 | $51,536,500 | ||
| INVESTMENT EXPENSE | $47,920,779 | $47,920,779 | $47,920,779 | |
| CONTRACT SERVICES | $568,988 | $849,463 | ||
| SUPPLIES | $2,206,649 | $2,217,295 | ||
| REPAIR & MAINTENANCE | $1,097,565 | $1,117,921 | $5,603 | |
| INSURANCE | $236,492 | $157,254 | $2,126 | |
| TELEPHONE | $98,899 | $98,899 | ||
| ADVERTISING | $98,293 | $115,015 | ||
| ACTIVITIES & SERVICES | $321,166 | $323,471 | ||
| OFFICE SERVICES | $31,872 | $31,966 | ||
| DUES & SUBSCRIPTIONS | $623 | $623 | ||
| STAFF TRAINING\SEMINARS | $2,529 | $2,529 | ||
| ADP PAYROLL FEES | $17,328 | $17,328 | ||
| EMPLOYEE APPRECIATION | $46,426 | $46,240 | ||
| MISC PETTY CASH EXPENSE | $13,427 | $13,427 | ||
| SALES EXPENSE | $212,340 | $211,440 | ||
| LICENSE & FEES | $20,724 | $23,424 | ||
| STATE FILING FEES | $2,000 | $2,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Cummings Health Sciences, LLC INCOME | $120,905,549 | $120,905,549 | |
| INVESTMENT INCOME - DISREGARDED ENTITY | $82,779,694 | $82,779,694 | $82,779,694 |
| PROGRAM SERVICE REVENUE | $23,256,767 | $23,256,767 | |
| OTHER PARTNERSHIP INCOME | $26,494,132 | $26,494,132 | $26,494,132 |
| INVESTMENT INCOME - ALTERNATIVE INVEST | -$2,037,174 | -$2,037,174 | -$2,037,174 |
| BOOK SALES INCOME | $7,738 | $7,738 | $7,738 |
| VENDING INCOME | $28,717 | $28,717 | $28,717 |
| UNRELATED BUSINESS INCOME FROM K-1'S | -$2,459,664 | -$2,459,664 | |
| contract revenue | $568,798 | $568,798 | |
| LITIGATION SETTLEMENT INCOME | $1,229 | $1,229 | $1,229 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS & PREPAYMENTS | Desc |
| BOY Book Value | $33,535,850 | BOYBookValueAmt |
| EOY Book Value | $31,840,238 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISC. PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,900 | Amt |
| Disbursements Charitable Prps | $5,900 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSES | $3,064,163 | $3,064,163 | |
| FOREIGN TAX EXPENSES | $602,173 | $602,173 | $602,173 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMMINGS FOUNDATION PRIVATE CAPITAL LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 OLD DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901028644 | EIN |
| Desc | WITHDRAWALS AND DISTRIBUTIONS - NOT AN EXCESS BUSINESS HOLDING. | Desc |
| Amt | $59,191,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,191,500 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| NHC REALTY INC | ||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | 300553218 | No transfers were made in 2024. Not an excess business holding. | $0 |
| HEM REALTY INC | ||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | 300553220 | No transfers were made in 2024. Not an excess business holding. | $0 |
| CUMMINGS FOUNDATION GRANTS INC | ||||||
| 200 West Cummings Park | Woburn | MA | 01801 | 800681389 | ENDOWMENT GRANT. NOT AN EXCESS BUSINESS HOLDING. | $32,713,666 |
| CUMMINGS FOUNDATION PRIVATE CAPITAL LP | ||||||
| 15 OLD DANBURY ROAD | WILTON | CT | 06897 | 901028644 | Capital Contributions - Not an excess business holding. | $77,937,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,651,166 | TotalAmt |